How-to
Find out how to do key tasks in the Arbor MIS
Getting Started with Arbor
- How Do I Login to my School?
- The main Arbor Dashboard
- Attainment on the Arbor Dashboard
- Using Arbor's master search
- How do I view My Classes?
- Seeing My Communications
Activities - Clubs and Trips
- Setting up a Club
- Setting up a Trip
- Creating separate Trip Consents
- Setting up Club and Trip Pricing and Payments
- Emailing Guardians from a Club or Trip
- Manually signing students up to a club
Admin
- Helping other staff members to log in to Arbor
- Editing Arbor's Password Rules
- Adding staff email addresses in bulk
- Using the Data Quality Dashboard
- Uploading photos in bulk
- Changing the school logo
Applicants
Assessments - Summative
- Arbor Summative Assessment Framework - Overview
- Setting up and managing your assessments
- Setting up a Summative Assessment
- Copying Assessments to Future or Past Years
- Exporting and Importing assessment templates between schools
- School Assessment Measures
Assessments - Formative
- Setting up an Arbor-Defined Curriculum Tracking Assessment
- Setting up a Custom Curriculum Tracking Assessment
- Setting Curriculum Expectations
- How should I choose a curriculum?
- How should I choose a marking scale for my curriculum?
- Entering marks in Curriculum Tracking
Assessments - DfE
- How Key Stage 1 and Key Stage 2 assessments work in Arbor
- Setting up standardised assessments
- Inputting marks into standardised assessments
- Importing KS2 results using a CTF
- Setting up the P Scale Mark sheets and input marks
- Export DfE Assessment Results
Attendance
- Roll Call Times
- The Daily Attendance Dashboard
- Printing an Emergency Evacuation Register
- How a Teacher can take attendance
- How a member of the Admin team can take attendance
- Managing my class from the Lesson Dashboard Overview
Behaviour
- Setting up Behaviour Types
- Setting up Behaviour Points
- Setting up Behaviour workflows
- Using Physical interventions
- Setting up Detentions
- Setting up Internal Exclusions
Census
- Resources for completing your censuses
- Search for DfE Census errors and queries in this Spreadsheet
- Free School Meal Errors (1767Q, 1741, 1761, 1762, 1763, 1766, 1768)
- Adding Funded Hours and 30 hours codes to resolve Errors 3130, 3100, 1852 and 1855
- Most Common School Census Error Codes Spreadsheet
- On-the-day Errors
Workforce Census
- Search for Workforce Census errors in this Spreadsheet
- Excluding staff or contracts from the Workforce Census
- SWF Census - Query 6540Q
- SWF Census - Query 4100Q
- SWF Census - Query 4160Q
- SWF Census - Error 4190
Communications
- Permitted Senders of Communications
- Viewing sent and received Communications
- Sending an email from the Communications Dashboard
- Seeing a log of all emails sent
- Sending an SMS from the Communications Dashboard
- Seeing a log of all SMS sent
Custom Report Writer
- Creating a Reception Baseline Assessment Report
- The Custom Report Writer All Reports page
- Creating a report in Custom Report Writer
- Viewing, editing or scheduling a report
- Custom Report Writer Permissions
- GLD Calculations in Custom Report Writer
Data Management
Demographics Reports
- Child Protection Students
- Seeing students grouped by Child Protection Status
- Seeing students who are a particular age
- Early Years Pupil Premium Recipients
- Ever 6 Free School Meals children
- Ever 6 Service children
Enrolment
- How Do I Complete The New Academic Year Set Up?
- How can I amend my Academic Calendar?
- Bulk enrolment into courses/classes
- Student enrolment
- How do I automatically enrol students into courses using Teaching Groups?
- How do Automatically Enrol students into Courses and Classes?
Examinations
- How do I schedule candidates for exams?
- How do I remove awards or units from my Qualification Offering?
- How do I submit candidate entries to the awarding bodies?
- How do I set up exam rooms?
- How do I assign candidates to and remove candidates from exam seats?
- How do I see and resolve exam clashes?
Group MIS
- Seeing my schools and their data sharing agreements
- Using Clusters on the Group MIS
- How do I Analyse my Group's data?
- Viewing your schools' DfE Standardised assessment results
- Viewing Staff Statistics on the Group MIS
- Adding, editing and deleting users on the Group MIS
HR, Contracts and Salaries
- Managing and Updating Pay Scales
- How do I add and manage staff Probations?
- HR Admin - Steps To Update Staff Contracts, Pay Scales and Allowances
- HR Admin - Allowances
- HR Admin - Checks
- Managing Staff Contracts
Interserve Guide
- How do I bulk edit marks?
- How can I add teaching groups to courses?
- How do I transfer multiple students to another Programme or Instance?
- How to disable a staff members access into Arbor
- How can I send logins to a new staff member?
- How can I reset a staff members password?
Interventions
- What are Interventions?
- How do I create an Intervention from the Intervention Dashboard?
- How do I add student strategies?
- How do I use Intervention Categories?
- How can I edit an Intervention?
- How do I set up and schedule sessions for Intervention Groups?
Insight
- What is Arbor Insight's Data Protection Policy?
- Financial Benchmarking Reports
- Gap Reports
- Attainment & Progress Report
- Ofsted Readiness Report
- How to purchase reports
Managing School Structure, Courses and Timetables
- Creating Timetable Periods
- Managing school, student and staff timetables at a glance
- How to set up Courses, Classes and Lessons
- How do I set up and link staff to Faculties?
- How do I set up and link staff and courses to Departments?
- Editing a course timetable manually
Meals & Meal Payments
- Setting Up Meals - A step by step guide
- Meals Daily Summary Page
- What time are dinner money payments taken out of a students fund / are invoiced in Arbor?
- Meals Timetable
- How can I manage Meal Balances and Meal Payments?
- Meal Reports
Medical & Linked Organisations
Parent Portal and the Arbor App Admin
- How do I create Parents Evenings and Guardian Consultations?
- Introduction to the Arbor App
- Switching on Parent Portal
- Parent Portal and Arbor App Settings
- Why can’t my parents log into the Arbor App?
- Sending and resending login details to Guardians
Parent Portal and the Arbor App as a parent
- The Arbor App Usage Guide For Guardians
- The Arbor Parent Portal quick introduction
- Why can't I log in to my school's Parent Portal or Arbor App?
- Logging in when I'm a guardian and a staff member
- Student Profile Overview
- Signing my child up for a Club on the Parent Portal
Partners and Integrations
- API Users management process (CPOMS, Wonde, Inventry etc.)
- Integration with Hodder
- New ParentPay Process
- How do I integrate with Atomwide / LGFL?
- School Comms/School Gateway Integration
- Local Authority Report - Capita One Export (B2B Open Student Export)
Payments
- Why do I need to verify my identity to use card payments in Arbor?
- Setting up a new Customer Account Type
- Reviewing Balances and Adding Top Ups
- Reviewing and Cancelling Invoices
- Refunding payments
- Cancelling Top Ups
Report Cards
- How can I send a Report Card to parents?
- How to Create a Report Card
- How to link an Ad-Hoc Assessment to Report Cards
- How to edit/download a Student's Report Card
- How to bulk download Report Cards
- Common Report Card Questions
Roles and Permissions
- What are Roles and Permissions in Arbor?
- How do I view and add Permissions to Business Roles in Arbor?
- Adding a Business Role to a member of staff
- How to view all Permissions in Arbor
- How to add an Ad- Hoc permission for a member of staff
- How to check a user's permissions
Staff
- How do I check and update Staff Details?
- My Classes
- My Calendar
- Browse Staff
- How do I Add a New Staff Member and create a new staff profile?
- Adding, amending and deleting information from staff profiles
Staff Development
- Using Observations
- How do I set up Observations?
- How do I record an observation?
- How can I view and analyse observations?
- How can I manage Staff Development in Arbor by adding objectives and appraisals?
- How can I edit or delete objectives and appraisals?
Staff Cover
Students
- Pupil Premium vs Pupil Premium Recipients
- Uploading Pupil Premium Recipient Records from Key to Success
- Downloading a Student List
- How can I Browse Students and see Joiners, Leavers and Birthdays?
- All Students - Bulk Update
- Bulk assigning UCIs
Student Profiles
- Finding a student profile
- What information can I view and edit on the Student Profile?
- Adding a UPN to a student
- Items you can pin on the student profile for easy Safeguarding
- Attendance on the Student Profile
- Student Profile - Behaviour